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Howard Marks doesn’t make bets on economic predictions. That’s especially true now when the biggest wildcard is inflation – a phenomenon no one fully understands. But just because something is unknowable doesn’t mean it’s unimportant. That’s why Howard has devoted his latest memo to a topic he largely disavows: macro forecasting. (July 29, 2021)
You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/thinkingaboutmacro.pdf).
The memo is read by LJ Ganser.
here
oaktreecapital.com